Director of Client Services
703-748-5803 | Chevelle.Tuck@spireip.com
Chevelle Tuck is the Director of Client Services for Blisk Financial Group. She works with the team to establish an atmosphere of trust and confidence. She takes pride in ensuring clients have a seamless transition, and “on boarding”. She serves as a dedicated point of contact for all onboarding and service needs. She oversees all client transitions, and provides answers to questions involving cost basis, dividends, IRA RMD’s, and Education Plans. In addition, she works with clients and their statements, logins, tax information, coordinating CPAs requests, and Estate Administration, and portfolio management. Her regular communication with clients keeps them updated on every step of the process.
Chevelle’s 20 years of experience in banking, and Financial Services Industry, lets her bring an “unparalleled” background of insights, wisdom, and a wealth of knowledge to her role. She holds Series 7, “General Securities License”, Series 66 “Uniform Combined State Law”, registrations. In addition, she holds Life and Variable Annuity Licenses and is a Notary Public.
Growing up in our largest state – Alaska, she enjoys the warmer weather and spending weekends visiting the sights and monuments in the Metro-Area. Whenever she can, she loves horseback riding and attending horse shows.